linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan Andrew Gundrum

Capital Client Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan Andrew Gundrum

Ryan Gundrum is a financial advisor at Capital Client Group, Inc. Ryan has been in the financial industry since 2010 and holds the Series 63, 66, and 7 licenses, as well as the SIE exam. Ryan is also a Chartered Financial Analyst. Ryan previously worked at J.P. Morgan Securities LLC and Morgan Stanley Smith Barney. Capital Client Group, Inc. is a registered investment advisor with over 655 investment advisor representatives and a total of 656 registered representatives. The firm offers a range of advisory services, including portfolio management for individuals and investment companies.

Firm Information

Ryan Gundrum is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

other

As agreed upon in a manner that covers registrant's costs

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Gundrum’s Registration & Firm History

CA

05/21/2019 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

NY

07/15/2011 - 05/16/2019

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NJ

12/10/2010 - 06/29/2011

MORGAN STANLEY SMITH BARNEY (LITTLE FALLS NJ)

Not sure if Ryan Andrew Gundrum is right for you?

Licenses & Designations

BOTH

Issued 12/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Andrew Gundrum.
Not sure if Ryan Andrew Gundrum is right for you?